13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
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CIK: 0001533497
申報總市值
US$11.5億
US$11.5億
118 檔
38.6%
Q2 2024 季度申報顯示，Liberty Mutual Group Asset Management Inc. 揭露的美股組合總市值為 US$11.5億，涵蓋 118 個不同之權益投資部位。
在 Q2 2024 期間，Liberty Mutual Group Asset Management Inc. 的持倉組合保持高度穩定，未出現顯著的大幅度增減碼操作，顯示機構對現有持股結構維持較高之延續性。
整體而言，Liberty Mutual Group Asset Management Inc. 的前 5 大持股（包含 BKLN, VCIT, VOO）貢獻了組合市值的 38.6%，形成該機構在 Q2 2024 季度的基本面基石。
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 43.71% | +0.18% | — | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 10.47% | — | — | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 6.52% | +1.66% | — | |
| 4 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 2.65% | +6.83% | — | |
| 5 | AMPSUSD | Altus Power Inc | 股票-其他 | 1.68% | — | -2.66% | |
| 6 | AMT | American Tower CORP | 股票-房地產 | 1.66% | — | +0.04% | |
| 7 | EQIX | Equinix Inc | 股票-房地產 | 1.63% | — | +45.27% | |
| 8 | PLD | Prologis Inc | 股票-房地產 | 1.41% | — | +2.53% | |
| 9 | WELL | Welltower Inc | 股票-房地產 | 1.34% | — | +3.40% | |
| 10 | AVB | Avalonbay Communities Inc | 股票-房地產 | 1.14% | — | +13.02% | |
| 11 | EXR | Extra Space Storage Inc | 股票-房地產 | 0.95% | — | -18.82% | |
| 12 | MAA | Mid-america Apartment Comm | 股票-房地產 | 0.94% | — | +85.22% | |
| 13 | VICI | Vici Properties Inc | 股票-房地產 | 0.83% | — | -4.88% | |
| 14 | ADC | Agree Realty CORP | 股票-房地產 | 0.79% | — | — | |
| 15 | REG | Regency Centers CORP | 股票-房地產 | 0.73% | — | — | |
| 16 | SPG | Simon Property Group Inc | 股票-房地產 | 0.60% | — | +1.49% | |
| 17 | DXCM 0.25 11-15-25債券 | Dexcom Inc | 債券 | 0.60% | — | — | |
| 18 | DLR | Digital Realty Trust Inc | 股票-房地產 | 0.60% | — | -33.55% | |
| 19 | SUI | Sun Communities Inc | 股票-房地產 | 0.59% | — | +5.26% | |
| 20 | INVH | Invitation Homes Inc | 股票-房地產 | 0.57% | — | +3.12% | |
| 21 | F 0 03-15-26債券 | Ford Motor Company | 債券 | 0.57% | — | -4.93% | |
| 22 | REXR | Rexford Industrial Realty In | 股票-房地產 | 0.57% | — | -20.25% | |
| 23 | LUV 1.25 05-01-25債券 | Southwest Airlines Co | 債券 | 0.49% | — | — | |
| 24 | RHP | Ryman Hospitality Properties | 股票-房地產 | 0.48% | — | -0.92% | |
| 25 | SO 3.875 12-15-25債券 | Southern Co | 債券 | 0.47% | — | — | |
| 26 | Z 1.375 09-01-26債券 | Zillow Group Inc | 債券 | 0.46% | — | — | |
| 27 | BSY 0.125 01-15-26債券 | Bentley Systems Inc | 債券 | 0.45% | — | — | |
| 28 | DOC | Healthpeak Properties Inc | 股票-房地產 | 0.45% | — | -12.64% | |
| 29 | SMC | Summit Midstream Corporation | 股票-其他 | 0.44% | — | — | |
| 30 | DUK 4.125 04-15-26債券 | Duke Energy CORP | 債券 | 0.44% | — | — | |
| 31 | FRT | Federal Realty Invs Trust | 股票-房地產 | 0.42% | — | — | |
| 32 | EPR | Epr Properties | 股票-房地產 | 0.40% | — | +34.89% | |
| 33 | CCI | Crown Castle Inc | 股票-房地產 | 0.40% | — | -8.59% | |
| 34 | CUBE | Cubesmart | 股票-房地產 | 0.39% | — | — | |
| 35 | ETSY 0.25 06-15-28債券 | Etsy Inc | 債券 | 0.38% | — | — | |
| 36 | STAG | Stag Industrial Inc | 股票-房地產 | 0.38% | — | +10.30% | |
| 37 | DAY 0.25 03-15-26債券 | Dayforce Inc | 債券 | 0.38% | — | -9.60% | |
| 38 | BXP | Bxp Inc | 股票-房地產 | 0.37% | — | +4.60% | |
| 39 | FOUR 0 12-15-25債券 | Shift4 Payments Inc | 債券 | 0.36% | — | — | |
| 40 | EPRT | Essential Properties Realty | 股票-房地產 | 0.35% | — | -9.99% | |
| 41 | DDOG 0.125 06-15-25債券 | Datadog Inc | 債券 | 0.34% | — | — | |
| 42 | IONS 1.75 06-15-28債券 | Ionis Pharmaceuticals In | 債券 | 0.33% | — | — | |
| 43 | UBER 0 12-15-25債券 | Uber Technologies Inc | 債券 | 0.32% | — | — | |
| 44 | AFRM | Affirm Holdings Inc | 股票-金融 | 0.31% | +0.24% | — | |
| 45 | JAZZ 2 06-15-26債券 | Jazz Investments I LTD | 債券 | 0.31% | — | -12.15% | |
| 46 | MIDD 1 09-01-25債券 | Middleby CORP | 債券 | 0.30% | — | -11.47% | |
| 47 | PCH | Potlatchdeltic CORP | 股票-其他 | 0.30% | — | +7.48% | |
| 48 | ON 0.5 03-01-29債券 | On Semiconductor CORP | 債券 | 0.28% | — | — | |
| 49 | SITCUSD | Site Centers CORP | 股票-其他 | 0.27% | — | — | |
| 50 | PODD 0.375 09-01-26債券 | Insulet Corporation | 債券 | 0.26% | — | — |
根據 SEC 官方 Form 13F 申報備案，Liberty Mutual Group Asset Management Inc. 在 Q2 2024 季度的美股持倉總市值約為 US$11.5億，共申報了 118 個公開持股部位。
在 Q2 2024 季度，Liberty Mutual Group Asset Management Inc. 按市值排列的前三大核心持股分別為：BKLN (43.7%)、VCIT (10.5%)、VOO (6.5%)。其中最大持股部位 BKLN 佔據整體投資組合約 43.7% 的權重。
在 Q2 2024 季度中，Liberty Mutual Group Asset Management Inc. 的持倉組合維持高度穩定，未出現大規模調倉操作。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。